Essex Investment Management’s Liberty Tax, Inc. Class A TAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,530
| Closed | -$135K | – | 397 |
|
|
2016
Q3 | $135K | Hold |
10,530
| – | – | 0.02% | 321 |
|
|
2016
Q2 | $140K | Sell |
10,530
-1,185
| -10% | -$15.8K | 0.02% | 306 |
|
|
2016
Q1 | $229K | Sell |
11,715
-90
| -0.8% | -$1.76K | 0.04% | 292 |
|
|
2015
Q4 | $281K | Sell |
11,805
-130
| -1% | -$3.09K | 0.04% | 271 |
|
|
2015
Q3 | $278K | Hold |
11,935
| – | – | 0.05% | 274 |
|
|
2015
Q2 | $295K | Sell |
11,935
-165
| -1% | -$4.08K | 0.04% | 274 |
|
|
2015
Q1 | $337K | Sell |
12,100
-5
| -0% | -$139 | 0.05% | 267 |
|
|
2014
Q4 | $433K | Hold |
12,105
| – | – | 0.06% | 245 |
|
|
2014
Q3 | $391K | Sell |
12,105
-1,805
| -13% | -$58.3K | 0.06% | 255 |
|
|
2014
Q2 | $463K | Sell |
13,910
-11,381
| -45% | -$379K | 0.07% | 252 |
|
|
2014
Q1 | $702K | Sell |
25,291
-5,017
| -17% | -$139K | 0.1% | 222 |
|
|
2013
Q4 | $736K | Buy |
+30,308
| New | +$736K | 0.1% | 232 |
|